Sundaram Mid Cap Fund Regular Plan

Mid CapEquity Rank 18 of 35

NAV · Regular-Growth

—-6.54-0.87%

As of — · AMFI

NAV growth+4.9%

Oct ’21Oct ’22

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Steady

positive in 9 of 12 years

Beats its Mid Cap category on 1Y, 3Y & 5Y.

1Y return

+1.3%

+1.7 vs cat

3Y CAGR

+15.8%

+3.7 vs cat

5Y CAGR

+14.9%

+3.5 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

17.8%

3Y std dev

Go deeper on Sundaram Mid Cap Fund Regular Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Mid Cap Fund Regular Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Mid Cap Fund Regular Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Mid Cap Fund Regular Plan is a Mid Cap scheme from Sundaram. Long-run track record: about 14.9% CAGR over 5 years. Worst historical drawdown: -100% in May 2009, recovered in 15 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF903J01173

NAV (Direct-Growth)

₹741.5447

Last 1Y

+4.93%

Oct 21Min ₹607.45 · Max ₹781.12 · 247 ptsOct 22

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

May 2009

-100.0%

Peak ₹155.36 on 2 Jan 2008 → trough ₹0.00 on 18 May 2009 (17 months down).

Recovered in 15 months· 19 Aug 2010

Mar 2020

-45.3%

Peak ₹554.25 on 8 Jan 2018 → trough ₹303.44 on 23 Mar 2020 (27 months down).

Recovered in 11 months· 3 Feb 2021

Dec 2011

-30.4%

Peak ₹177.20 on 10 Nov 2010 → trough ₹123.41 on 20 Dec 2011 (14 months down).

Recovered in 25 months· 26 Dec 2013

Jun 2006

-28.0%

Peak ₹89.62 on 10 May 2006 → trough ₹64.50 on 14 Jun 2006 (1 months down).

Recovered in 5 months· 13 Nov 2006

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.13%	+0.65%	32/ 40
1M	-5.70%	-4.19%	37/ 40
3M	-4.02%	-2.00%	33/ 39
6M	+8.63%	+8.16%	33/ 39
YTD	-1.14%	-1.82%	30/ 37
1Y	+1.32%	-0.40%	28/ 37
2Y	+1.02%	-1.82%	20/ 35
3Y	+15.85%	+12.11%	18/ 35
5Y	+14.94%	+11.40%	12/ 29
7Y	+18.56%	+18.04%	20/ 27
10Y	+12.89%	+13.16%	21/ 24

Peers in Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

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